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Plan, Invest, Thrive

With the new self-directed investment portal, provided by InvestiFi*, you can buy and sell stocks on your own - anytime, anywhere. Whether you're an experienced investor or just getting started, the online trading platform gives you the tools and flexibility to invest the way you want.

Ready to Get Started?

Simply log in to your online banking or River Valley app to get started.

Start with fractional investing for as little as $1.

What Is Self-Directed Investing?

Self-directed investing means you make the decisions—you choose what to buy, when to sell, and how to build your portfolio.

  • Stocks
  • ETF's

All through an easy-to-use online platform backed by robust educational resources, market insights and secure technology.

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Frequently Asked Questions (FAQ)

Self-directed investing allows you to buy and sell stocks and ETFs on your own, without working directly with a financial advisor. You manage your portfolio through an online platform—on your schedule.
Yes, you can buy fractional shares as low as $1.00.
Not necessarily. The platform is designed to be user-friendly and includes tools, research, and market data to help you make informed decisions. However, it is best suited for members who are comfortable making their own investment choices.
You can invest in a variety of securities including:
  • Stocks
  • Exchange-Traded Funds (ETFs)
No. You can get started with no minimum investment required, though some securities may have their own purchase requirements.
Yes! While the platform is self-directed, support is available if you need help navigating the portal or have technical questions. If you need support related to your investment account, we also offer access to licensed financial professionals.
Once you open your self-directed investment account, you’ll be able to log in securely through the online investment portal to view balances, trade securities, and track your portfolio.
Your financial institution does not provide tax advice. For specific questions, you should consult a tax professional. You can find your consolidated transaction history in the documents section of the investment portal which can be used as a record of gains and losses received from trades.
No, River Valley is not a broker-dealer, does not offer the investments, and the investments are not insured by American Share Insurance. All securities and brokerage services are offered by InvestiFi Securities, member FINRA/SIPC.

Available for Personal Accounts 18 and over.

* Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Securities and brokerage products offered by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers, and members FINRA/SIPC. AdvisiFi, InvestiFi Securities and RQD are not affiliates of River Valley Credit Union, Inc. (“Financial Institution”). The Financial Institution does not provide investment advisory or brokerage services, and nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products or to open an investment account.

Cash and securities held by RQD are (1) not insured by the FDIC, NCUA or other government agency, or by any private insurance offered in lieu of FDIC or NCUA coverage, (2) not guaranteed, (3) not River Valley Credit Union, Inc. deposits or obligations, and (4) may lose value. Securities and investments offered by InvestiFi Securities involve risk, including possible loss of principal.

Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Please visit for applicable terms, conditions and important disclosures.

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